Confident, Guided Planning for Lasting Legacy

4X WINNER

Best of Idaho Falls Award for Financial Services

Empowering You to Make Informed Financial Decisions. Everything we do begins with you – your values, your goals, and your vision for the future.

We believe financial planning should feel personal, not transactional. It’s why we take the time to understand where you are today, and where you want to go.

We’re honored to be recognized as one of Idaho Falls’ most respected financial firms.

For 4 consecutive years, we’ve received the Best of Idaho Falls Award for Financial Services – an achievement that earned us a place in the 2024 Idaho Falls Business Hall of Fame. To us, that recognition reflects what matters most: the trust our clients place in us every day.

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Gain clarity, confidence, and precision for your retirement journey with our education-first approach.

Expertise You Can Rely On

Our president, Jennifer Landon, combines personal finance and retirement planning expertise with decades of trusted client relationships—featured in CNBC, The Wall Street Journal, USA Today, Yahoo! Finance, Fox Business, Consumer Reports and Financial Planning.

Closer to home, Jennifer has also been featured in the Idaho Statesman, Southeast Idaho Business Journal, Idaho Falls Magazine, Local News 8, The Post Register, and Blackfoot Morning News—reflecting her commitment to financial education and deep community roots.

Jennifer Landon
President of Journey Financial Services

Trusted by some of the world’s most recognizable media outlets.

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Guidance That’s Grounded in Your Life. Whether you're planning for retirement, navigating a life change, or making smarter financial decisions, we’ll help you take the step with clarity and confidence.

Investment Mangement

Your financial goals are unique–and your investment portfolio should reflect that. We go beyond traditional models to craft personalized investment strategies.

Retirement Planning

Retirement planning involves creating a comprehensive strategy to help you transition from your working years to the next chapter of your life.

Estate Planning

More than just documents and tax strategies–it’s about how you may wish to extend your financial values beyond your lifetime.

Tax Strategies

Smart tax strategy goes beyond deductions—it integrates with your full financial picture to help you grow, preserve, and pass on more of what you’ve built.

Engineer Insights

Insights for engineers who value clarity, logic, and structure—exploring financial strategies through the same data-driven lens you apply to everything else you build.

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Plan with clarity.

You bring the goals. We’ll bring the guidance.

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